Deal Services, Strategic Finance and FP&A Managing Director (Location Flexible)

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Strategic Finance and FP&A Managing Director

Location: Flexible

RSM is currently seeking a Managing Director to join our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company’s life cycle via in-depth consulting and financial modeling. 

The ideal Managing Director candidate has 12+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.

Responsibilities:

• Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
• Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
• Study economic and business trends
• Be current with business and economic issues relevant to the client’s business.
• Utilize technology and tools to provide innovative high value services
• Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
• Train, oversee and support staff members
• Develop new business and maintain strong relationships with clients

Qualifications:

• 12+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings
• 5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
• Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
• Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
• Client deliverables, findings, and solutions 
• Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
• Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
• Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor’s, work experience involving financial analysis; OR a Master’s degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
• Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
• Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
• Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
• Willingness to travel up to 25% to meet client needs

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.   

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.